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Articles Contributed

Help Your Clients Know Their Stuff and Shop Carefully for an Annuity

By webteam | July 5, 2018 | 0

Somerset’s Executive Vice President, Scott Sadar, explains how to carefully shop for an annuity in this California Broker Magazine article.

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Annuity Sales Are Soft

By webteam | July 5, 2018 | 0

Somerset’s President, Andrew Murdoch, offers his take on the negative annuity sales trend.

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Make Long-Term-Care Coverage Affordable

By webteam | July 5, 2018 | 0

Somerset Executive Vice President Scott Sadar contributes to this article regarding long term care and how to pay for it.

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How This New Annuity Can Minimize Your RMDs in Retirement

By webteam | July 5, 2018 | 0

Somerset’s President Andrew Murdoch contributes to this discussion on how to invest retirement account money in a deferred-income annuity.

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A Question of Premium: Is Life Insurance a Sound Investment?

By webteam | July 5, 2018 | 0

Somerset President Andrew Murdoch characterizes life insurance as “more a peace of mind play than a growth play” in this article.

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New Ways to Pay for Long-Term Health Care

By webteam | July 5, 2018 | 0

This MarketWatch article includes insight from Somerset President, Andrew Murdoch.

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8 Annuity Tips: How to Buy Them

By webteam | July 5, 2018 | 0

Somerset President Andrew Murdoch offers his input throughout this must-read list of annuity buying tips.

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Want to Move When You Retire? Start Planning Now

By webteam | July 5, 2018 | 0

Read Elizabeth O’Brien’s article on moving upon retirement and find input from Somerset’s President, Andrew Murdoch.

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Professional Boomers Are Not Immune to the U.S. Savings Crisis and Millennials are Falling Behind

By webteam | July 5, 2018 | 0

President Andrew Murdoch quoted on Maintstreet.com.

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    We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

    Securities offered through Somerset Securities, Inc., member FINRA / SIPC. A broker-dealer may only conduct business in states in which they are registered. Somerset Securities, Inc., is registered as a broker-dealer in 48 states.

    Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

    Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

    The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.

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    "These terms and conditions govern the use of SMS services provided by Somerset Wealth Strategies. By subscribing to the service, you agree to be bound by these terms and conditions.

    -To subscribe to the SMS service, the User must opt-in by providing their mobile number to Somerset Wealth Strategies.

    -The User acknowledges that message and data rates may apply. Somerset Wealth Strategies is not responsible for any charges incurred by the User.

    -The User acknowledges that they may receive up to 1-2 messages per week.

    -The User may opt-out of the SMS service at any time by replying "STOP" to any Message received.

    -Somerset Wealth Strategies will promptly stop sending Messages to the User upon receipt of the opt-out request.

    Disclaimer of Liability

    Somerset Wealth Strategies will not be liable for any loss, damage or inconvenience caused by the use of the SMS service.

    The User assumes all risks and responsibility for the use of the SMS service.

    By subscribing to the SMS service provided by [Somerset Wealth Strategies/Annuity FYI], the User agrees to be bound by these terms and conditions. If the User does not agree to these terms and conditions, they should not subscribe to the SMS service."

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